We all know about the Yen carry trade and the aftermath of its great unwinding last year. And now we have the Gold carry trade, something the mainstream financial press have not picked up on. The bursting of US Treasuries bubble, the last great bubble on the face of this planet, will undoubtedly trigger the unwinding of this Gold carry trade. This is gonna be HUGE!
Two superb must read articles by Eric_deCarbonnel, read more HERE and by Adam Hamilton HERE
Monday, March 30, 2009
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